See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,233 | $65,365-84.3% | $92,893-89.0% | $72,985-86.0% |
| Participation rate | 57.7% | 68.3%-10.6pp | 76.0%-18.3pp | 69.5%-11.8pp |
| Annual return | 26.16% | 42.10%-15.9pp | 109.41%-83.3pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,833 | $2,594+9.2% | $3,653-22.4% | $2,440+16.1% |
| Participant deferral / active EE | $1,091 | $3,128-65.1% | $4,236-74.2% | $3,607-69.8% |
| Admin fee / account holder | $2,884 | $4,251-32.2% | $5,794-50.2% | $5,124-43.7% |